Plan Snapshot
- Plan Sponsor: Glenn A. Rick Engineering & Development Company, Dba Rick Engineering
- Sponsor EIN: 951859899
- Sponsor Address: 5620 FRIARS ROAD, SAN DIEGO, CA, 921102513
- Plan Type: DC
- Total Participants: 359
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 359 | $12.0M | $0 | $0 |
| 2023 | 321 | $12.4M | $400,000 | $0 |
| 2022 | 293 | $11.5M | $600,000 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ALDRICH CPA'S AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPA'S AND ADVISORS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $26,708 | — | $26,708 | — | — |
| 2023 | $25,346 | — | $25,346 | — | — |
| 2022 | $27,125 | — | $27,125 | — | — |